The "K is for Kroger" Economy + AI's China Problem with Danny Moses & Deirdre Bosa

**Guy Adami** (0:00)
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**Dan Nathan** (0:31)
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Welcome to a very special edition of the Risk Reversal Podcast. I am Dan Nathan. That is Guy Adami. Guy, why would this be a very special edition?

**Guy Adami** (1:06)
Well, I like to think that every edition of the Risk Reversal Podcast is special, but it's much more special, especially special when Danny Moses joins us. Danny, of course, of the Friday Night Dirty fame. Danny Moses, of course, of big short fame. Danny Moses, of course, one of the great horse handicappers of our lifetime. Of course, Danny Moses, an original on-the-tape member way back when in the Risk Reversal archives. I'm pretty geeked up.

**Dan Nathan** (1:36)
Danny, welcome back to the podcast.

**Danny Moses** (1:38)
I love when we get together. It does feel like home, so great to be here with you guys.

**Dan Nathan** (1:43)
Well, we got a lot to talk about. Obviously, the Fed meeting and Guy and I have been talking about it a little bit. We'd love to get your take on that. There was a couple of earnings this week that I thought were really interesting. We've got a lot of stocks having some big moves on that. Some of the rate-sensitive stocks, the home builders are just raging today. We're recording this on Thursday afternoon. Into the close, we got a lot to talk about. In the oil patch, as Guy likes to call it. Patch. Yeah, and a few other things we're going to get to here. Semi's Micron reports next week, and just the moves that we've seen in semis over the last few weeks is just pretty astounding. The volatility bands are just widening a little bit. Just some quick housekeeping.
Stick around, right after our conversation, we have Deirdre Bosa, she is CNBC's host of Tech Check. She and I talked SpaceX, we talked AI, we talked China AI, sovereign AI, that sort of thing, and that was a great conversation. Also tomorrow, that would be Tuesday, Guy and I have another edition of the Standing Table. Guy, this has been fun for us. How many have we put out over the last month or so?

**Guy Adami** (2:45)
I believe that there have been three dropped. I think this is our fourth. If I'm mistaken, I apologize. But yes, they were fun to do, and they're even more fun to get the feedback that we're hearing from people. People are enjoying them.

**Dan Nathan** (2:59)
Yeah, no doubt. So, this is a YouTube series. It's sponsored by Apex Fintech Solutions.
We have Ilir Sella coming out tomorrow. He's the founder CEO of Slice. I'm just gonna call it Uber Eats for Pizza, but it's so much more than that. Ilir's a great friend of ours. So check all of that out. All right, Danny Moses, yesterday on the Fast Money, that would be Wednesday for us. You're listening to this on Monday. I don't know, Guy, what did I say? We were talking about the Fed's communication and we were debating whether no forward guidance is gonna be good for markets, less volatile for markets, what it was gonna be. And I said, listen, have at it, people. Less transparency likely means more volatility around numbers. And I said something like, okay, it's gonna make Fast Money great again.
I got a little pushback from that guy.

**Guy Adami** (3:48)
Well, because by saying make Fast Money great again, it implies that it's not great currently. And of course, Melissa Lee pushed back on you, but you were saying it's somewhat tongue in cheek.

**Dan Nathan** (3:59)
Yeah, it just came out. All right, Danny, what was your take? And I'm sure that you, Vinnie and Porter, gonna have a lot to say on the Friday Night Dirty. But, you know, I mean, from your standpoint, was it more hawkish than you expected? Was the commentary about how they are going to speak, you know what I mean, to the street?